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Wealthspire Advisors (New York)’s WaFd WAFD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-399
Closed -$12.1K – 2876
2025
Q3 		$12.1K Buy
+399
New +$12.2K ﹤0.01% 1920

Other funds holding WAFD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Wealthspire Advisors (New York)'s WAFD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WaFd (WAFD) in Q4 2025, closing a stake of 399 shares — an estimated $12.1K sold.

Wealthspire Advisors (New York) first reported a position in WAFD in Q3 2025 and held it in 1 quarter. The position peaked at $12.1K in Q3 2025. 258 funds tracked by Wall St. Rank hold WAFD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WaFd position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 399 WaFd shares in Q4 2025, an estimated $12.1K.
  • Wealthspire Advisors (New York) first reported a position in WaFd in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WaFd position peaked at $12.1K in Q3 2025.
  • 258 funds tracked by Wall St. Rank held WaFd as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.